See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,367 | $167,484-24.5% | $151,611-16.7% | $134,475-6.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.07% | 7.80%-31.9pp | 3.33%-27.4pp | 417.96%-442.0pp |
| Employer contribution / active EE | $10,205 | $6,829+49.4% | $6,166+65.5% | $4,740+115.3% |
| Participant deferral / active EE | $13,980 | $8,986+55.6% | $8,363+67.2% | $6,400+118.4% |
| Admin fee / account holder | $257 | $13,783-98.1% | $11,616-97.8% | $11,426-97.8% |